Hamish Douglass resigns from Magellan board; Russia spiralling towards $210b default nightmare; “Asset Manager Capitalism”; Copper is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Later; how quickly Tony sells; are we crazy to be selling commodity stocks at all time highs?; IMA corporate action; understanding “right of use” assets; should we take industry sector into account?; sell line for MAD.

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QAV 721 – Dr No

In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV.

In the club edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the number of buys going down, how often is TK is making purchases based on factors outside the numbers, and how to interpret the resignation of the PRN CFO.

QAV 720 – Boom!

The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics.

Also in the Club edition: Reflections on Jim Simons and Quant Investing, Navigating Market Fluctuations: FND and FPR Updates, Exploring VYS’s Surge, Elon Musk’s Suggestion to Warren Buffett, Marcus has a question about applying quality score to existing holdings, Jim asks about Life 360, Stock Doctor Data Integrity Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG

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